PDGIX Mutual Fund

PDGIX Mutual Fund

NAV$87.64
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Returns Overview

1 Month
+0.58%
3 Months
+4.07%
6 Months
+5.95%
YTD
+10.81%
1 Year
+16.40%
3 Years (annualized)
+15.48%
5 Years (annualized)
+9.62%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PDGIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.81%
Peer Avg (YTD)
+11.21%
vs Peers
-0.40%

PDGIX Mutual Fund Performance

PDGIX performance across multiple time periods: 1-month 0.58%, YTD 10.81%, 1-year 16.40%, 3-year 15.48%, 5-year 9.62%, 10-year 12.97%.

PDGIX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

PDGIX vs another fund shows side-by-side returns. PDGIX alternatives are available in the Mutual Fund Screener.